Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
ST
3951
Somerset Trust
Pennsylvania
$215M -$13.5M -6% 148
RA
3952
Rovida Advisors
Florida
$215M -$174M -45% 26
SAM
3953
Socorro Asset Management
Texas
$215M -$66.8M -24% 36
BA
3954
Birinyi Associates
Connecticut
$214M -$6.68M -3% 62
RCGI
3955
Ribbit Capital GP III
California
$214M -$13.9M -6% 2
PWAC
3956
Private Wealth Advisors (California)
California
$214M -$55.2M -20% 79
EWP
3957
Engrave Wealth Partners
Texas
$214M -$11.9M -5% 60
SEEDPG
3958
S.E.E.D. Planning Group
New York
$214M -$6.96M -3% 86
BA
3959
Ballast Advisors
Minnesota
$214M -$8.54M -4% 184
BWS
3960
Buck Wealth Strategies
Colorado
$214M 57
UCMOK
3961
United Capital Management of KS
Kansas
$214M +$967K +0.5% 91
JCIA
3962
Jackson Creek Investment Advisors
Colorado
$214M -$33.8M -14% 363
TFGT
3963
TS Financial Group (TSFG)
Illinois
$214M -$19.1M -8% 1,073
PH
3964
Pinnacle Holdings
Oklahoma
$214M -$4.81M -2% 254
CNC
3965
Citizens & Northern Corp
Pennsylvania
$213M -$16.1M -7% 103
LRIA
3966
Leonard Rickey Investment Advisors
Washington
$213M -$15.3M -7% 66
IRM
3967
Income Research & Management
Massachusetts
$213M -$20.1M -9% 24
HKIM
3968
Hayek Kallen Investment Management
Alabama
$213M -$16.6M -7% 86
AC
3969
ASB Consultores
Florida
$213M -$17M -7% 191
CYG
3970
Clean Yield Group
Vermont
$213M -$27.6M -11% 502
KFI
3971
Key Financial Inc
Pennsylvania
$213M +$28M +15% 1,204
IMA
3972
Investment Management Associates
Colorado
$213M -$19.9M -9% 44
KJWM
3973
Kiley Juergens Wealth Management
Washington
$213M +$1.39M +0.7% 75
BRA
3974
Biechele Royce Advisors
Indiana
$213M -$12.5M -6% 71
AFG
3975
Allegheny Financial Group
Pennsylvania
$213M -$2.02M -0.9% 175